Have you ever wondered how much risk your investments actually have? We can answer that question. LifePlan Financial recently implemented Riskalyze, the award winning risk engineering technology that mathematically pinpoints a client’s Risk Number, and aligns a client’s portfolio to match.
Built on a Nobel Prize-winning framework, Riskalyze replaces subjective terms like “conservative” and “aggressive” with the Risk Number, a quantitative way for clients and advisors to establish the correct amount of risk for their investments.
Riskalyze was named one of the 10 most innovative companies in finance by Fast Company Magazine, and Best Client Facing Technology by Morningstar Advisor.
Using patented Risk Fingerprint technology, clients and prospects start with a mathematically based risk assessment survey based on their actual investment amounts.
The result is a risk number between 1 and 99 that pinpoints their exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number, and chart a clearly defined path to the client’s goals.
“LifePlan Financial has ushered in a new era of predictability and reliability for their clients by investing in the only way to quantitatively pinpoint a client’s Risk Number, and align their portfolio to fit,” said Aaron Klein, CEO at Riskalyze. “We love working with advisory firms like LifePlan Financial, who are committed to investing in the success of their clients.”
If you’re interested in finding out what your Personal Risk Number is, click the button below:
About Riskalyze
Riskalyze is the company that invented the Risk Number™ and was named as one of the world’s 10 most innovative companies in finance by Fast Company Magazine. Riskalyze works with RIAs, hybrid advisors, independent broker-dealers, custodians, clearing firms and asset managers to align the world’s investments with investor risk tolerance.
Thoughtful Planning for Life & Legacy
